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Best financial advisors in Mount Aukum, CA

Registered advisers within 25 miles of Mount Aukum, CA.

Offices
122
Firms
58
Combined AUM
$10.6T
Firm-wide filings, not assets booked only here
Clients
1.38M
1,381,162 clients when Item 5C has a number
Avg / client
$7.67M
Combined AUM ÷ clients

Nearby offices

Firms

ARROWROOT FAMILY OFFICE, LLC
LIFEWORKS ADVISORS, LLC
LARSEN WEALTH MANAGEMENT
BRIDGEVIEW CAPITAL ADVISORS, INC.
GOLDENSTONE WEALTH MANAGEMENT
THRIVE FINANCIAL PLANNING
BELLWETHER CAPITAL MANAGEMENT LLC
LPL FINANCIAL LLC
EDWARD JONES
U.S. BANCORP ADVISORS, LLC
JOINER FINANCIAL, LLC
RBC CAPITAL MARKETS, LLC
CONTINUUM FINANCIAL PARTNERS, LLC
VAN HULZEN FINANCIAL ADVISORS
GENERATOR VENTURES
MW INVESTMENT STRATEGY
PRIVATE ADVISOR GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

MICHAEL MURRAY KNITTEL
Eric Christopher Restrepo
KAYLE ERIK LARSEN
MICHAEL BRIAN HASKINS
William Dalton Henley
DAVID NOBLE WALDROP
Ashley Caitlin Hamman
SANJAY BALMUKAND VARSHNEY
ANDRES RENE VILLEGAS
SCOTT MICHAEL DRAPER
VICTOR K LAI
JULIA KATHERINE EARLE
William E Dean
Michelle Manning Fruit
Chris Michael Thompson
Daniel Ernest Needler
DAVID LAWRENCE JOINER
DAVID LENN DERUELLE
Cassandra Heald
CARLA JEAN VOCATURA
JOHN JACOB ZEZINI
CHRISTOPHER MARK TORCHIANA
JASON RICHARD WETSEL
SHIRLEY ANNE BURROWS
JOHN ROBERSON PEARCE
BRADLEY ROBERT NICHOLSON
STEFANUS TEN BRINK
BRENDAN PATRICK DRAKE
Gretchen Christine Aubrey
AMBER DESIREE ADAMS
Paul Lester Nederveld
Nicholas Donovan Van Hulzen
Nash Anthony Wylie
ROSHELLE IRENE LIMONCELLI
CHRISTOPHER ALAN SCHREUR
CRAIG DENNIS VANHULZEN
NICOLE ZETOUNA
JARROD SCOTT JACOBI
SEAN STEPHEN SOWERS
RHETT AUGUSTIN BEAL
RONALD STANLEY LATIN
KARIN TRAM LE
YOIL S AWABDEH
ZEIRY YANNUEN BARILLAS
DEANNA MARIE QUINTANILLA
GRACE TANGEN
JAMES STEVEN LIMONCELLI
ROBERT DEAN BRESMAN
MATTHEW JAMES HILLIKER
STEVEN ALBERT LIATY
WALTER CRAIG MCCURDY
GREGORY JOSEPH ANDERSON
DAVID NICHOLAS NELSON
MATTHEW EDWARD CIMINO
Laura SCRUGGS
MAXWELL Harrison FIELDS
SCOTT MITCHELL NELSON
CRISTINA CRISELDA JURADO-SMITH
RICHARD ANTHONY AYALA
GAY MARIE LETENDRE BONE
LEE ANDREW FIELDS
DAL JEFF YOUN
ERIK NELSON
NICOLE SAPIO MARTINENKO
ANDREW JOHN SCARRY
DEBORAH BRANDAO
JAMES ROLLEN MONROE
JEFFREY VAIL DIKEMAN
ANDREW DEXTER PETERSON
KRISTIN ANN TANGEN
DANIEL BRIAN VETTER

Within 25 miles of Mount Aukum, CA, Best Investors lists 58 registered investment advisory firms with 122 offices nearby, managing about $10.6T in combined regulatory AUM across 1,381,162 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Mount Aukum

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM